Easley Resource Group
Overview
We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. All interviews and applications are kept confidential.
Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning.
Utilize a transferable book of client assets with a value greater than $25 million to hit the ground running and contribute to firm growth.
Collaborate with clients to develop and implement investment strategies, financial plans, and service recommendations aligned with their objectives.
Qualifications
Senior Wealth Advisor / Manager with experience in wealth management and a demonstrated ability to manage high net worth client portfolios.
Transferable book of client assets greater than $25 million.
Ability to work with high net worth individuals and families across comprehensive wealth planning disciplines.
Compensation & Benefits
Highly competitive compensation package, up to $750k or more per year through Revenue Participation, Bonuses, and Equity.
Fully remote work opportunity.
Inclusive work environment with work-life balance support.
Medical, dental, and vision plans, unlimited paid time off, company holidays, 401(k) plan, and other benefits.
Compliance & Equal Opportunity You will also have access to a 401(k) plan and other outstanding benefits. Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential.
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Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning.
Utilize a transferable book of client assets with a value greater than $25 million to hit the ground running and contribute to firm growth.
Collaborate with clients to develop and implement investment strategies, financial plans, and service recommendations aligned with their objectives.
Qualifications
Senior Wealth Advisor / Manager with experience in wealth management and a demonstrated ability to manage high net worth client portfolios.
Transferable book of client assets greater than $25 million.
Ability to work with high net worth individuals and families across comprehensive wealth planning disciplines.
Compensation & Benefits
Highly competitive compensation package, up to $750k or more per year through Revenue Participation, Bonuses, and Equity.
Fully remote work opportunity.
Inclusive work environment with work-life balance support.
Medical, dental, and vision plans, unlimited paid time off, company holidays, 401(k) plan, and other benefits.
Compliance & Equal Opportunity You will also have access to a 401(k) plan and other outstanding benefits. Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential.
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